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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $477,580 | $162,136+194.6% | $152,301+213.6% | $154,746+208.6% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 8.10% | 91.02%-82.9pp | 80.50%-72.4pp | 172.34%-164.2pp |
| Employer contribution / active EE | $2,562 | $4,890-47.6% | $4,624-44.6% | $4,379-41.5% |
| Participant deferral / active EE | $10,614 | $8,341+27.3% | $8,004+32.6% | $6,730+57.7% |
| Admin fee / account holder | $1,134 | $15,759-92.8% | $14,398-92.1% | $14,365-92.1% |